Robert MasonRobert Mason
Executive Director
Wealth Partner

"I view myself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives."

Awards and Industry Recognition

About Robert

Robert Mason is an Executive Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of The Corbett Mason Group, he leads the team's efforts in developing asset management strategies that address the complexities of significant capital.

Bob views himself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives. He is particularly adept at addressing the need for asset allocation, portfolio construction and risk management. Bob draws on his 25 years of market experience to assist clients to both grow assets in bull markets and protect capital in bear markets. He is known for his leadership within the investment community and the Financial Times has named him to their list of Top 400 Financial Advisers1 in 2019, 2017, 2016, 2015. In 2020 and 2021, Robert was recognized by Forbes as one of the Best-In-State Wealth Advisors.2

As a member of J.P. Morgan Securities' Portfolio Manager Program, Bob is one of a select group of advisors who manage portfolios on a discretionary basis and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively invest assets on behalf of individual clients. His focus is trained on designing strategies for growth, equity and fixed-income objectives. Bob leverages his deep background to help corporate executives diversify away from their concentrated equity holdings.

With a career that spans over 25 years, Bob co-founded The Corbett Mason Group at Hambrecht & Quist to offer clients the benefit of the team's synergistic backgrounds. Since then, they have served at Bear Stearns and Morgan Stanley/Smith Barney, where Bob earned the Family Wealth Director designation. Together, the team joined J.P. Morgan in 2017 for the opportunity to leverage J.P. Morgan's resources and expertise in advising ultra-high-net-worth clients. Bob is proud to have built a fully integrated wealth management practice which he couples with the substance of his investment experience.

Bob is a graduate of Providence College and resides in East Greenwich, Rhode Island with his wife and two children.

Insights

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(617) 654-2833robert.mason@jpmorgan.com